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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

416 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 123 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-13
Holders Change %
-3.03%
% of All Funds
6.66%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
64
Increased
123
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$159M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$190M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$103M
4
MFIMFI
4
Mesirow Financial Investment Management - Fixed Income
Illinois
$73.3M
5
Charles Schwab
5
Charles Schwab
California
$69.5M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
OPAM
2
Ocean Park Asset Management
California
$61.3M
3
Bank of America
3
Bank of America
North Carolina
$62.9M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$103M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NONA
251
Ninety One North America
New York
$485K -$603K -29,000 -55%
WCF
252
West Coast Financial
California
$484K +$1.71K +82 +0.4%
HIM
253
Hillsdale Investment Management
Ontario, Canada
$481K +$41.6K +2,000 +9%
KPWS
254
Kestra Private Wealth Services
Texas
$473K -$21.3K -1,022 -4%
TPCW
255
TD Private Client Wealth
New York
$470K +$198K +9,502 +73%
WWM
256
Western Wealth Management
Colorado
$467K +$122K +5,863 +35%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$460K -$596K -28,681 -56%
AA
258
AlphaCentric Advisors
Puerto Rico
$459K +$459K +22,066 New
PAG
259
Paladin Advisory Group
Iowa
$455K +$455K +21,852 New
SIC
260
Sterling Investment Counsel
New York
$424K -$79.2K -3,807 -16%
MM
261
Main Management
California
$416K -$416K -20,000 -50%
CP
262
Cumberland Partners
Ontario, Canada
$416K – – –
NA
263
NewEdge Advisors
Louisiana
$411K -$309K -14,843 -43%
WCM
264
Windham Capital Management
Massachusetts
$409K -$86.2K -4,142 -17%
DC
265
Davenport & Co
Virginia
$403K -$92.7K -4,459 -19%
PTC
266
Private Trust Company
Ohio
$402K +$28.7K +1,381 +8%
OWA
267
Opal Wealth Advisors
New York
$392K -$90.8K -4,364 -19%
OMC
268
Overbrook Management Corp
New York
$391K -$12.7K -611 -3%
DB
269
Dravo Bay
Delaware
$384K -$1.44K -69 -0.4%
FIM
270
Fernwood Investment Management
Massachusetts
$379K -$12.5K -600 -3%
LCGC
271
Legacy Capital Group California
California
$379K +$379K +18,200 New
WAM
272
Worth Asset Management
Texas
$369K -$1.61M -77,181 -81%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$365K +$41.2K +1,980 +13%
HighTower Advisors
274
HighTower Advisors
Illinois
$364K -$6.62K -319 -2%
SWM
275
Spire Wealth Management
Virginia
$363K +$44.2K +2,124 +14%
9 10
11
12 13